Print a field-service technician's repair and site visit schedule

Article • 4/27/2026 • 3 min read

Use the Technician Scheduling Worksheet page to generate Lists Field Service Commitments by Technician/Territory detailing where they have to be when along with the estimated time to do the scheduled service.

You can use Advanced Filters to customize or expand your filter criteria.

To generate Technician Scheduling Worksheet Report

  1. Open the Technician Scheduling Worksheet (FSRWKS) page.

    1. Select Customer Relationship Management > CRM Reports > Technician Schedulling Worksheet.

      Or

    2. Search for FSRWKS in the Navigation box and then select Technician Scheduling Worksheet.
      The Technician Scheduling Worksheet (FSRWKS) page appears.

  2. From the Selection box, select the information you want to view.

  3. In the Sort Order area, select how to sort the report. The Sort Order field populates based on the type of report you select in the Selection field.

  4. In the Layout area, select the layout in which you want to view the report. The Layout field populates based on the type of report you select in the Selection field.

  5. Select the Summary check box to obtain a high level data report.

  6. In the Date Range area, type/select the date range for the report to be generated. You can select the date in the From and To fields only if the Custom option is selected in the Fill Dates area. The Date On field populates based on the type of report you select in the Selection field.

    To include the entire time frame, leave the date fields blank.

    In the Fill Dates area, you can select from the predefined date ranges. They are:

    • Custom:

      Selecting this option enables the From and To fields in the Date Range area.

    • Calendar Year:

      Selecting this option displays the Calendar Year field. You can select any of the predefined calendar year formats from the drop-down list.

    • GL Periods:

      Selecting this option displays the GL Periods field. You can select any of the predefined GL period formats from the drop-down list.

  7. In the Sort Range area, you can sort the information.

    The Sort On field is populated based on the type of report selected in the Selection field.

    The available sort ranges are:

    • Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

      1. Type the item reference in the From field.
      2. Click the lookup reference and select the sort item from the Lookup For window. Highlight the required sort item and click Select.

    • Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

      1. Type the first and last values of the range in the From and To fields.
      2. Click the lookup reference (if available) and select the sort item from the Lookup For window. Highlight the required sort item and click Select.

    • All: Select this to include all available items.

  8. Click Run Report on the Toolbar to generate the report.

    Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.